 UNIVERSAL DISPLAYOLED |
| 4.66% | 0.55% | $6,071.4万 | 70.1万股 | $595.8万 | 6.5万股 | +63.6万股+978.71% | 加仓 |
 阿斯麦ASML |
| 4.41% | 4.53% | $5,750.3万 | 2.9万股 | $4,922.5万 | 3.7万股 | -8,364股-22.44% | 减仓 |
| AADVANCED ENERGY INDSAEIS |
| 4% | 3.57% | $5,218.8万 | 14.0万股 | $3,881.2万 | 12.0万股 | +2.0万股+16.38% | 加仓 |
| MMKSMKSI |
| 3.67% | 3.44% | $4,781.4万 | 10.7万股 | $3,740.4万 | 16.3万股 | -5.5万股-33.96% | 减仓 |
| Q高通QCOM |
| 3.6% | — | $4,688.7万 | 25.4万股 | $0 | 0股 | +25.4万股 | 新买入 |
 亚马逊AMZN |
| 3.54% | 4.04% | $4,610.4万 | 19.3万股 | $4,385.5万 | 21.1万股 | -1.7万股-8.14% | 减仓 |
 台积电TSM |
| 3.3% | 0.48% | $4,300.6万 | 9.0万股 | $523.8万 | 1.6万股 | +7.5万股+480.97% | 加仓 |
| MMAXLINEARMXL |
| 3.13% | 1.36% | $4,086.9万 | 31.9万股 | $1,471.4万 | 84.6万股 | -52.7万股-62.27% | 减仓 |
 英特尔INTC |
| 3.12% | — | $4,074.3万 | 29.2万股 | $0 | 0股 | +29.2万股 | 新买入 |
 新思科技SNPS |
| 3.07% | 3.34% | $3,999.4万 | 9.0万股 | $3,628.4万 | 9.2万股 | -1,857股-2.03% | 减仓 |
 微软MSFT |
| 3.06% | 3.9% | $3,996.3万 | 10.7万股 | $4,230.2万 | 11.4万股 | -7,144股-6.25% | 减仓 |
| EEVERPURE CL AEVPR |
| 2.98% | 0.59% | $3,884.9万 | 49.3万股 | $641.0万 | 10.9万股 | +38.5万股+354.15% | 加仓 |
 福克斯FOXA |
| 2.88% | — | $3,758.7万 | 72.1万股 | $0 | 0股 | +72.1万股 | 新买入 |
 EquinixEQIX |
| 2.54% | 1.7% | $3,306.8万 | 3.2万股 | $1,847.9万 | 1.9万股 | +1.3万股+68.27% | 加仓 |
 Meta平台META |
| 2.43% | 2.52% | $3,170.8万 | 5.6万股 | $2,738.1万 | 4.8万股 | +8,432股+17.62% | 加仓 |
 Arista网络ANET |
| 2.3% | — | $2,996.4万 | 17.6万股 | $0 | 0股 | +17.6万股 | 新买入 |
 万事达MA |
| 2.25% | 2.1% | $2,934.8万 | 5.7万股 | $2,284.0万 | 4.6万股 | +1.1万股+25.01% | 加仓 |
 摩托罗拉解决方案MSI |
| 2.15% | 1.67% | $2,806.7万 | 6.8万股 | $1,813.7万 | 4.2万股 | +2.6万股+61.71% | 加仓 |
 SBA通信SBAC |
| 2% | 1.25% | $2,611.5万 | 14.8万股 | $1,352.3万 | 7.9万股 | +6.9万股+88.35% | 加仓 |
 CHARTER COMMUNICATIONSCHTR |
| 1.9% | 0.57% | $2,472.3万 | 17.4万股 | $616.8万 | 2.9万股 | +14.5万股+508.48% | 加仓 |
 相干公司COHR |
| 1.68% | 1.89% | $2,190.6万 | 5.6万股 | $2,047.8万 | 8.6万股 | -3.0万股-35.40% | 减仓 |
| DDOORDASHDASH |
| 1.64% | 0.45% | $2,136.4万 | 11.6万股 | $486.9万 | 3.2万股 | +8.3万股+257.02% | 加仓 |
 威瑞森VZ |
| 1.54% | — | $2,010.2万 | 47.5万股 | $0 | 0股 | +47.5万股 | 新买入 |
 CROWN CASTLE COMCCI |
| 1.53% | 0.3% | $1,995.2万 | 26.3万股 | $320.7万 | 3.9万股 | +22.4万股+567.97% | 加仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 1.51% | 2.21% | $1,964.2万 | 7.9万股 | $2,398.2万 | 12.1万股 | -4.3万股-35.29% | 减仓 |
| TTERADATA DELTDC |
| 1.44% | 0.11% | $1,880.0万 | 54.3万股 | $115.3万 | 4.5万股 | +49.8万股+1,105.74% | 加仓 |
 AURORA INNOVATION INC CLASS AAUR |
| 1.42% | 0.53% | $1,856.2万 | 272.2万股 | $578.0万 | 140.3万股 | +131.9万股+94.02% | 加仓 |
 英伟达NVDA |
| 1.37% | — | $1,787.0万 | 8.9万股 | $0 | 0股 | +8.9万股 | 新买入 |
 MICROCHIP TECHNOLOGYMCHP |
| 1.32% | — | $1,723.1万 | 18.9万股 | $0 | 0股 | +18.9万股 | 新买入 |
 美光科技MU |
| 1.23% | 0.72% | $1,601.6万 | 1.4万股 | $777.0万 | 2.3万股 | -9,125股-39.67% | 减仓 |
| SSANDISK COMSNDK |
| 1.22% | 1.4% | $1,591.6万 | 7,000股 | $1,523.4万 | 2.4万股 | -1.7万股-70.81% | 减仓 |
 WorkdayWDAY |
| 1.18% | — | $1,542.1万 | 12.6万股 | $0 | 0股 | +12.6万股 | 新买入 |
 AIRBNB COM CL AABNB |
| 1.18% | 2.34% | $1,540.2万 | 10.8万股 | $2,541.9万 | 20.1万股 | -9.4万股-46.53% | 减仓 |
| S新美亚SANM |
| 1.17% | 0.05% | $1,531.3万 | 6.1万股 | $51.9万 | 4,000股 | +5.7万股+1,412.68% | 加仓 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 1.17% | — | $1,522.5万 | 15.0万股 | $0 | 0股 | +15.0万股 | 新买入 |
| PPLEXUSPLXS |
| 1.14% | 0.94% | $1,482.3万 | 4.9万股 | $1,021.0万 | 5.0万股 | -1,108股-2.20% | 减仓 |
 COUPANG INC CLASS ACPNG |
| 1.1% | 1.36% | $1,439.3万 | 82.9万股 | $1,475.6万 | 78.2万股 | +4.7万股+6.02% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.09% | 0.38% | $1,426.2万 | 5.6万股 | $411.8万 | 2.7万股 | +2.9万股+105.24% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.04% | 0.97% | $1,358.6万 | 3.0万股 | $1,049.6万 | 2.2万股 | +7,945股+36.70% | 加仓 |
 FIRST SOLAR COMFSLR |
| 1.04% | 1.73% | $1,353.5万 | 5.7万股 | $1,882.5万 | 9.5万股 | -3.8万股-39.89% | 减仓 |
 ETSY COMETSY |
| 1.03% | — | $1,345.2万 | 17.9万股 | $0 | 0股 | +17.9万股 | 新买入 |
 自由媒体FWONK |
| 0.95% | — | $1,235.4万 | 13.0万股 | $0 | 0股 | +13.0万股 | 新买入 |
 ARROW ELECTRSARW |
| 0.95% | 1.19% | $1,233.2万 | 5.8万股 | $1,290.7万 | 9.0万股 | -3.2万股-35.79% | 减仓 |
 捷普JBL |
| 0.91% | 0.39% | $1,185.3万 | 3.1万股 | $420.2万 | 1.6万股 | +1.5万股+94.37% | 加仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 0.86% | — | $1,126.6万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 AFFIRM COM CL AAFRM |
| 0.8% | — | $1,041.1万 | 12.8万股 | $0 | 0股 | +12.8万股 | 新买入 |
| DDYCOM INDSDY |
| 0.66% | — | $866.8万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| AAMBARELLAAMBA |
| 0.66% | 0.28% | $866.0万 | 10.1万股 | $304.2万 | 5.9万股 | +4.2万股+70.81% | 加仓 |
 AVNETAVT |
| 0.66% | — | $865.0万 | 9.7万股 | $0 | 0股 | +9.7万股 | 新买入 |
 REDDIT CL ARDDT |
| 0.57% | — | $749.5万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
